Free guides, checklists, and playbooks.

Founders and operations leaders almost never call us cold. They call us after they have lost two months to a SaaS vendor that refuses to fix a workflow bug, after a SOC 2 auditor asked them what their pentest scope was and they did not know how to answer, after a Stripe webhook silently dropped a $40,000 charge, or after a quant trader watched a notebook strategy bleed real capital because the risk layer was never built. Every one of those calls is preventable with 90 minutes of reading. That is what these resources are for.

Each one is written like an internal document, not a sales sheet. The Build-vs-Buy Playbook walks through the same 12-factor scoring framework we use when scoping a custom build. The Pentest Checklist is the actual list of questions we wish every prospect asked before signing a statement of work — see also our web application pentest service. The 6-Week CRM Rollout Playbook is the operations document we hand a client on day one of a custom CRM build. The MVP to Production Playbook is the post-PMF SaaS map we wish someone had handed us in 2019.

The Stripe Integration Checklist is built for SaaS teams shipping a custom Stripe integration and will save you a weekend of customer-support fires if you follow it. The MITRE ATT&CK Maturity Worksheet is the self-assessment we walk security leads through before scoping a MITRE ATT&CK assessment or a full penetration test. Together they cover the four conversations that come up most often in our consulting work: build vs buy, security posture, payments, and operations tooling.

None of the resources are gated by anything more than an email address. We do not ask for company size, phone number, headcount, or budget. If you want to stay anonymous and grab the PDF, your email is the only field that is actually required. If you want a follow-up from William, reply to the confirmation email or jump straight into the contact form.